THE WEEK THAT WAS, ENDING FEBRUARY 2 – EARNINGS SEASON BEGINS WITH ONE UPGRADE AND ONE INITIATION - with relevant transcripts

PREVIOUSLY REPORTING: ONE UPGRADE, JACK IN THE BOX TO BUY

CAVA: Initiated at Buy

Cracker Barrel maintained at Hold

Yum Brands and Chipotle maintained at Buy

COMPANIES REPORTING DURING WEEK: NO RATINGS CHANGES (WITH MINIMAL COVERAGE, EXCEPT FOR OURS) FOR REGIS CORP, NATHAN’S FAMOUS & GOOD TIMES RESTAURANTS.

Brinker: One firm maintains at Sector Perform, Two firms maintain Positively

Starbucks: Three firms remain at Neutral, Two firms remain Positive

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Jack in the Box), initiations (CAVA Group), or companies reporting in THE WEEK THAT WAS: (Starbucks, Brinker, Regis, Good Times, Nathan’s).

TRANSCRIPTS:

Jack in the Box (JACK)

https://seekingalpha.com/article/4653572-jack-in-box-inc-jack-q4-2023-earnings-call-transcript

CAVA Group (CAVA)

https://seekingalpha.com/article/4649554-cava-group-inc-cava-q3-2023-earnings-call-transcript

https://seekingalpha.com/article/4649560-cava-group-inc-2023-q3-results-earnings-call-presentation

Starbucks (SBUX)

https://seekingalpha.com/article/4666223-starbucks-corporation-sbux-q1-2024-earnings-call-transcript

Brinker Int’l (EAT)

https://seekingalpha.com/article/4666467-brinker-international-inc-eat-q2-2024-earnings-call-transcript

Regis Corp (RGS)

https://seekingalpha.com/article/4666417-regis-corporation-rgs-q2-2024-earnings-call-transcript